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Module Summary Widget Explanation

Module Summary Widget Explanation Table

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Module Summaries are widgets that summarize all relevant and time sensitive information within specific modules and present it in a condensed format.

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The widget header in bold identifies the Module being summarized. The first number to the right of the header indicates the number of outstanding or past due actions/ tasks / documents, etc. relevant to the user. If the user is a supervisor/admin, the second number (in parentheses) shows the total number of outstanding actions for the supervisor/admin plus that of all users that report to the supervisor/admin.

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The vertical three dot icon opens a context menu with the singular option to Unpin. Note:

On a mobile device accessing the web version of KAStrack, additional options will show in the context menu, allowing the user to rearrange the ordering of the widgets within the widget grid.

Module

Comments

Image

Actions

Module Summary Widget Key

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Overdue

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Nearing due date

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Group(s) past inactivity date

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Outstanding with no due date

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Outstanding

Assets

Module Summary Widget Key

 image.png

 image.png

Overdue critical item task 

 image.png

Overdue task

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Critical item task due soon

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Task due soon

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Deferred Task Dispatch
Module Summary Widget Key

image.png

 

Critical item task due soon

 

Task due soon

 

Deferred Task

Dispatch

Module Summary Widget Key

 

 

 

 image.png

To go to scheduled status

To go to ready to dispatch status

To go to dispatched status

To go to completed status

To go to cancelled status

To go to archived status

Documents

Module Summary Widget Key

 image.png

 image.png

Overdue continued suitability review

Waiting to be published

Waiting to be publishedimage.png

Need(s) approval

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Need(Require(s) approvalacknowledgement

 

 

Require(s) acknowledgement

Reviewed but not yet approved

Notification(s) of new revisions

DraftDrafts Form Entries Assigned to Me

Forms can be designed to allow users to save their current work as a draft, giving them the option to come back to an entry and complete it at a later time. If a user has any active Draft Entries assigned to their account, they can be accessed through a quick link in the Draft Form Entries Assigned to Me Module Summary.

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Finances
Module Summary Widget Key

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Financeimage.png

Outstanding Budget Items

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Pending Approvals Forms Module Summary Widget Key

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 image.png

Approval past due

Outstanding Budget Itemsimage.png

Approval required

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Drafts

 

Pending Approvals

Forms

Module Summary Widget Key

 

 

Approval past due

 

Approval required

 

Drafts

Note: At the bottom of the Forms Module Summary Widget, forms attached to the dashboard are shown as quick links for ease of access. This is set in the Form’s settings by its creator or an Admin.

 

WIKIILINKWIKI ILINK HOW TO: ADD FORMS TO THE FORMS MODULE SUMMARY

Kanban

Kanbanimage.png

 

All To Do Notifications in Kanban

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Kanban Module Summary

 

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Customizable Kanban Board Module Summary

The Kanban Module Summary cannot be customized. Each board will show with the total number of to dos associated with it.


Each Kanban Board can have their own individual Module Summary, which can be customized at the Kanban level. Changes to the Board Module Summary will show to all who add the widget.

 

WIKI LINK HOW TO CUSTOMIZE AN INDIVIDUAL BOARD MODULE SUMMARY

Meetings
Meeting with Recent Instance

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Meeting with no Instances People
Module Summary Widget Key

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Meetingsimage.png

Expired Certification

Meeting with Recent Instanceimage.png

Expired Competency

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Overdue Certification

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Overdue Competency

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Due Certification

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In Training or Deferred Certification

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In Training or Deferred Competency People- Competency
Module Summary Widget Key

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Meetingimage.png

with noExpired InstancesCompetency

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Overdue Competency

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In Training or Deferred Competency People- Courses
Module Summary Widget Key

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Peopleimage.png

Module Summary Widget Key

 

Expired

 image.png

Overdue

Expired Certification

Courses

 image.png

Due

Expired Competency

Courses

 image.png

Overdue Certification

 

Overdue Competency

 

Due Certification

 

In Training or Deferred Certification

 

In Training or Deferred Competency

People - Competency

Module Summary Widget Key

 

 

Expired Competency

 

Overdue Competency

 

In Training or Deferred Competency

People – Courses

Module Summary Widget Key

 

 

Expired Course

 

Overdue Course

 

Due Course

 

Deferred Course

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